Understanding E/M: Changes to E/M guidelines include history and exam; expectations remain murky

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Note:  The following article synopsis was NOT provided by HCPro. It was created by Find-A-Code/innoviHealth.

Article Overview

This article reviews CMS-referenced evaluation and management documentation changes for 2019 and discusses what those changes mean for routine charting workflows. It is aimed at coders, billing staff, compliance teams, and medical practices trying to understand how history and exam documentation may be handled under the revised guidance, along with the broader operational and compliance implications.

Why This Topic Matters

The topic matters because evaluation and management documentation affects office workflow, provider burden, and compliance review. Practices need to understand what changed, what remained unchanged, and how those updates may affect internal documentation processes and payer scrutiny.

Article Sections

  1. Question and Answer on the revised E/M reporting rules

    An overview of the reader question and the response framing the 2019 documentation changes. It introduces the main areas affected and the element that was not changed.

  2. History and exam documentation changes

    Discussion of the updated documentation responsibilities for history and exam elements. It explains the general shift in who may capture those components under the revised guidance.

  3. Established patient and new patient workflow distinctions

    A comparison of how the guidance is presented for different visit types. The section addresses workflow implications for established and new patient encounters.

  4. Example and documentation review workflow

    A brief scenario illustrating how the revised approach may look in practice. It also describes how the physician review process fits into the encounter record.

  5. FAQ-related clarification and practical impact

    A discussion of additional clarification reportedly issued by CMS and the potential effect on practice operations. It also notes uncertainty about how much burden reduction the changes will produce.

  6. Compliance and audit considerations

    Comments on the role of internal and external compliance review in relation to documentation. The section highlights broader oversight concerns for medical practices.

What You Will Learn

  • How CMS-referenced E/M documentation guidance changed in 2019
  • Which broad documentation elements were the focus of the revision
  • How the guidance may affect workflow for clinical staff and physicians
  • Why compliance and audit concerns remain relevant despite the update
  • What operational challenges may influence adoption of the revised approach

Who Should Read This

  • Medical coders
  • Billing staff
  • Compliance officers
  • Practice managers
  • Physicians
  • Clinical staff
  • Revenue cycle professionals

Codes Discussed

Code Ranges Discussed


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